TaxScout
Pricing: Per firm, by returns, on a 12-month term Last checked: October 30, 2026 Latest update: September 16, 2026 Visit website
What is TaxScout?
TaxScout is an AI-native tax preparation, review and filing platform for CPA firms. It handles client intake and documents, drafts the complete return with every value linked to the page it came from, routes exceptions to a reviewer and then e-files supported returns under the firm's EFIN or exports approved data to the firm's existing tax software. It also includes practice tools such as a client portal, pipeline, billing and messaging.
Who it's for
US CPA firms, from solo practices (the Solo plan covers 150 returns a year) to firms filing 3,500+ returns, that want AI to prepare the work while a reviewer approves every return. TaxScout says it is not for non-US practices or DIY taxpayers. Plans are set up directly with firms through early access; nothing is purchasable on the website as of October 30, 2026.
Key features
- AI intake with no templates or questionnaires: it works out what each client needs to be asked, asks only that and chases what is missing
- Extraction across W-2, 1099 series, K-1, 1098 and other forms, with every value linked to its source page and a full audit trail
- Cross-form rule engine that flags double-counted income, missing forms and planning opportunities
- Exception-based review (accept, correct, escalate); nothing is sent, filed or shown to a client without reviewer approval
- Form 8879, 4868 and engagement letter e-signatures in the portal
- AI research agents that answer tax questions with citations to the Internal Revenue Code and IRS publications
- Practice tools: client portal, pipeline, billing, an AI-prioritized inbox for email, chat and SMS, scheduling with an AI notetaker, proposals and CRM
- Current limits per the vendor: business e-file and tax-software export integrations are in design-partner validation, not shipped
Integrations
- Drake Tax
- CCH Axcess Tax
- UltraTax CS
- Intuit Lacerte
TaxScout lists export to Drake, CCH Axcess, UltraTax and Lacerte, but says these tax-software export integrations are in design-partner validation, not shipped (October 30, 2026).
Recent updates
- : TaxScout announced it was accepted as an Authorized IRS e-file Provider; it says direct e-filing still depends on IRS testing and production requirements. [4]
Pricing
Per firm, by returns, on a 12-month term (monthly or prepaid): Solo $49/month (150 return credits a year), Firm $149/month (500), Practice $415/month (1,500), Volume $825/month (3,500); overage $4, $4, $3 and $2 per return; Enterprise above 3,500 returns by quote. Unlimited internal users and clients on every plan. Early access: plans are set up with firms directly (from the vendor's public pages, last checked October 30, 2026; confirm with the vendor)
- Category
- Income Tax
- Website
- taxscout.ai/
Frequently asked questions
What is TaxScout?
TaxScout is an AI-native tax preparation, review and filing platform for CPA firms. It handles client intake and documents, drafts the complete return with every value linked to the page it came from, routes exceptions to a reviewer and then e-files supported returns under the firm's EFIN or exports approved data to the firm's existing tax software. It also includes practice tools such as a client portal, pipeline, billing and messaging.
Who is TaxScout for?
TaxScout is for US CPA firms, from solo practices (the Solo plan covers 150 returns a year) to firms filing 3,500+ returns, that want AI to prepare the work while a reviewer approves every return. TaxScout says it is not for non-US practices or DIY taxpayers. Plans are set up directly with firms through early access; nothing is purchasable on the website as of October 30, 2026.
What does TaxScout integrate with?
TaxScout lists integrations with Drake Tax, CCH Axcess Tax, UltraTax CS, Intuit Lacerte, according to its website.
How much does TaxScout cost?
TaxScout pricing, per its public pages: Per firm, by returns, on a 12-month term (monthly or prepaid): Solo $49/month (150 return credits a year), Firm $149/month (500), Practice $415/month (1,500), Volume $825/month (3,500); overage $4, $4, $3 and $2 per return; Enterprise above 3,500 returns by quote. Unlimited internal users and clients on every plan. Early access: plans are set up with firms directly. Confirm current pricing with the vendor.
Sources
- https://taxscout.ai/
- https://taxscout.ai/pricing
- https://taxscout.ai/about
- https://taxscout.ai/blog/taxscout-authorized-irs-e-file-provider
Last checked: 2026-10-30